Join the Financial Educators Council’s State and Local Advisory Board
Are you passionate about promoting financial wellness in your community and looking to share your expertise to support local citizens as they work toward greater financial security?
If yes, consider joining the National Financial Educators Council’s state and local advisory board. As an Advisory Board Member, you situate yourself in a better position to share your knowledge with the local community and guide financial wellness program donations to community members.
Board Members’ Key Traits
We are seeking professionals who want to support the growth of sustainable financial wellness programming in their communities. The following three areas describe the core traits of an advisor qualified to help us in our quest:
Passion
A deep belief in the importance of promoting financial wellness and a desire to strengthen individuals, loved ones, and communities with financial education.
Participation
Individuals and organizations that can allocate time toward financial wellness initiatives and actively participate in Board communications.
Ethics
Financial service professionals who have a history of serving citizens in their communities with integrity and who exhibit the principles of respected professionalism.
Board Member Benefits
All Board member opportunities are customized to your needs and desired outcomes. We create custom opportunities that align with your objectives and outcomes as a show of appreciation for your participation in our board. Some of the benefits we can include for you:
Enhance Social Impact Brand Attributes & Build Brand Equity
Personalized campaigns to align your brand with the financial wellness cause and awareness campaigns that highlight your leadership of economic empowerment initiatives.
Reach and Influence Potential Clients & Partners
Whether you want to connect with individuals or organizations, we offer custom solutions to connect with prospects that align with your target markets.
Integrate Financial Wellness into Your Prospect & Client Experience
To maximize benefits and ensure a cohesive and authentic brand experience, we give you resources you can share with your network, prospects, and clients.
Increase Awareness & Engagement with Your Business
Tailored advertising, promotions, and experiences built around cause-based marketing provide your organization with greater awareness of your social impact and overall business.
Qualifications: Passion for Financial Wellness & Industries
We seek people with a passion for being involved with financial wellness campaigns in their local areas.
The Board will include a diverse mix of professional backgrounds that will best help the Council meet its social impact objectives across the state. We seek individuals representing these industries:
Education
Elementary
High School
College
School Administration
Student Loan Department
Personal Finance Educator
Parent Advocate
Personal Finance
Content Creators
Financial Educator / Financial Coach
Financial Advisors, Broker Dealers, & similar
Insurance Organizations / Representatives
Realtors, Real Estate Financing, Mortgage
Accountants, CPAs, Tax Professionals
Banks / Credit Unions
Community Leadership
Policymaker
Media
Influencer
Advocate
Government
Business Leader
Nonprofit Leader
Board of Advisors Role
The Advisory Board: We request a minimum commitment of 2 to 8 hours per year allocated toward your advisory role. Your involvement would be publicly displayed on our website and supporting documents. Although your role may vary at different times, following are the main functions:
Share Your Expertise
Join and participate in virtual board meetings and/or committee meetings 2 to 4 times per year.
Deepen Understanding
Time allocated toward keeping up with the Council’s initiatives and evolving community plan.
Community Conversations
Share your passion for and involvement with the cause to promote financial wellness when appropriate.
NFEC’s Mission, Social Vision, & Values
Mission
The National Financial Educators Council’s mission is to provide people the knowledge and guidance they need to foster greater financial well-being. To accomplish that mission, we mobilize a diverse national force of financial wellness champions and empower them with resources and training so they can effectively support others in their communities to work toward greater financial security.
Social Vision
In collaboration with our state champions, we are creating a world where people are informed to make qualified financial decisions and confidently take effective financial action that helps them meet their basic human needs and moves them toward fulfilling their personal, family, and global community goals.
Complete the Form for Consideration of Our State & National Advisory Board Positions
We appreciate all applicants and value all people called to the movement to promote greater financial wellness. For our Board, we are looking for specific qualities that will help us move forward. If you are not selected, we thank you for your submission and will keep your application on file for future consideration.